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LTC Properties (LTC) investor relations material
LTC Properties Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Executed a strategic transformation by expanding the SHOP segment, closing 85% of a $460 million investment pipeline, with over $290 million in SHOP investments and recent acquisitions totaling $292 million for nine properties.
SHOP now represents about 20% of the portfolio, expected to reach 24–25% by year-end, with six operator relationships, four of which are new.
Portfolio includes nearly 190 properties across 25–31 states, with 16,275 units/beds and 31 operators, diversified by property type and investment structure.
Sold seven skilled nursing assets for $122.95–$123 million, generating a $78 million gain, and redeployed proceeds into newer SHOP assets.
Raised guidance for the third time in 2025, driven by acquisitions and SHOP outperformance.
Financial highlights
Core FFO for Q3 2025 increased to $0.69 from $0.68 year-over-year, driven by higher SHOP NOI and lower interest expense, partially offset by higher G&A.
Core FAD improved by $0.04 to $0.72, with FAD for Q3 2025 at $35.7 million, up from $34.7 million in Q3 2024.
Net loss for Q3 2025 was $20.1 million, compared to net income of $29.2 million in Q3 2024, primarily due to a $41.5 million non-cash write-off.
Proforma gross investments reached $2.35 billion as of September 30, 2025, with net investments at $1.94 billion.
Sold 1.5–1.66 million shares under ATM for $55.8–$59.3 million in net proceeds.
Outlook and guidance
Raised the low end of full-year 2025 core FFO guidance by $0.01 to $2.69–$2.71; Q4 core FFO expected at $0.67–$0.71.
SHOP NOI guidance for 2025 increased to $16.2–$17.2 million, annualized at $36–$42 million, with Q4 SHOP NOI for new and converting assets expected at $4.8–$5.2 million.
Initial yields on SHOP acquisitions guided at 7%, with low double-digit unlevered IRRs targeted.
Guidance excludes additional investments beyond those already announced and potential asset sales.
SHOP FAD capital expenditures guidance raised to $960,000–$970,000 per unit.
Projected organic growth post-SHOP transformation?
Prestige loan payoff impact on 2026 funding?
Future of 14-property market-rent portfolio?
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Next LTC Properties earnings date
Q4 202513 Feb, 2026
Next LTC Properties earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
LTC Properties Inc., a health care REIT investing in seniors housing and health care properties, has sold five hospitals for a combined $52.9 million to companies affiliated with MedEquities Realty Trust, one of the nation’s leading dedicated healthcare real estate investment trusts. The portfolio consists of eight steady cash-flowing hospitals located in three states (AL, GA and MS).
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